Planning & Analysis - Associate

11 hours ago

Mumbai Maharashtra, India JPMorganChase Full time

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.

As a Planning & Analysis Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. You will be responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. You will also be responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies.

**Responsibilities**:

- Manage annual and ongoing financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, and conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports.
- Report on efficiency, analytics, and strategy, including but not limited to location strategy, span of control, reporting, and analytics.
- Create financial business cases to support business initiatives.
- Report on and monitor key metrics, drive data quality initiatives across the product area, and help define future needs of the product area.
- Develop and track performance metrics, create presentations, and provide financial analysis on a variety of topics to senior management.
- Perform variance analysis to understand the key drivers of results and present commentary to senior managers, explaining changes from prior forecasts/budgets.
- Help design new reports and dashboards to efficiently deliver financial results to senior management.
- Enhance controls and streamline processes, introducing automation where possible.

**Required qualifications, capabilities, and skills**:

- Advanced skills in Excel and PowerPoint are essential.
- Technical Proficiency: Strong skills in Alteryx, Tableau, and Python for data automation and process improvement.
- Proficiency with data mining, gathering, and manipulation of data sets.
- Inquisitive, enthusiastic, and diligent, with the capability to challenge peers constructively.
- Strong verbal and written communication skills with the ability to articulate complex issues clearly.
- Ability to create ad hoc reporting for senior management.
- Proven track record for executing on special projects/assignments with often little lead time or information.
- Highly motivated and able to thrive and think clearly under pressure and tight deadlines.
- Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams.
- Highly motivated self-starter with excellent time management and prioritization skills. Strong analytical and problem-solving skills with the ability to analyze large data sets and present conclusions concisely.

**Preferred qualifications, capabilities, and skills**:

- CFA, CPA, MBA a plus.
- Experience preferably in Financial Services, and/or an accounting/controller background.
- Familiarity with broader automation tools and techniques to enhance process efficiency.
- Ability to adapt to a dynamic work environment and manage multiple priorities effectively.

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